--- description: Review of Diligent Equity Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Diligent Equity | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Diligent Equity](/software/183820/equityeffect) # Diligent Equity Canonical: https://www.softwareadvice.com.au/software/183820/equityeffect Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/183820/equityeffect?page=2) > Diligent Equity (powered by EquityEffect) is a cloud-based equity management solution, which helps law firms, investors and financial institutions of all sizes monitor, manage and organize shares using cap tables and what-if analysis. It comes with a stock and options management module, which enables organizations to verify the distribution and availability of equities. Diligent Equity (powered by EquityEffect) offers a unified dashboard allows managers to view information related to funds, valuation history, co-investors, companies, and more. It offers various features including standard equity workflows, shareholder allocations, board approvals, capitalization overview, digital documents, and centralized cap tables. Additionally, the solution lets users create custom alerts and notifications for multiple tasks such as regulation, compliance, filings and approvals. Diligent Equity (powered by EquityEffect) includes a reporting module, which enables administrators to view and download reports in PDF or Excel files. Pricing is available on request and support is extended via email and other online measures. > > Verdict: Rated **3.7/5** by 12 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.7/5** | 12 Reviews | | Ease of Use | 3.8/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 3.4/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Diligent - **Location**: New York, US - **Founded**: 1998 ## Commercial Context - **Pricing model**: Usage Based (Free version available) (Free Trial) - **Pricing Details**: For private companies, we price based on the feature set required. For Investors, we price based on the number of portfolio companies. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Albania, American Samoa, Andorra, Anguilla, Antigua and Barbuda, Aruba, Australia, Austria, Bahamas, Barbados, Belarus, Belgium, Belize, Bermuda, Bosnia and Herzegovina, Brazil, British Virgin Islands, Bulgaria, Canada, Cayman Islands and 99 more ## Features - API - Activity Dashboard - Activity Tracking - Alerts/Notifications - Audit Management - Audit Trail - Benchmarking - Cap Table Management - Client Portal - Compliance Management - Compliance Tracking - Customizable Reports - Data Import/Export - Deal Management - Document Management - Document Storage - Financial Analysis - Financial Management - Financial Modeling - For Investment Advisors ## Integrations (4 total) - Affinity Payroll - Prism Virtual Data Room - Salesforce Starter - iLEVEL ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software) ## Related Categories - [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software) - [Equity Management Software](https://www.softwareadvice.com.au/directory/4683/equity-management/software) ## Alternatives 1. [Morningstar Direct](https://www.softwareadvice.com.au/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews) 2. [Vestd](https://www.softwareadvice.com.au/software/250354/vestd) — 4.9/5 (97 reviews) 3. [Human Interest](https://www.softwareadvice.com.au/software/240185/human-interest) — 4.0/5 (36 reviews) 4. [SeedLegals](https://www.softwareadvice.com.au/software/346294/seedlegals) — 4.9/5 (83 reviews) 5. [WOWS Investment Portal](https://www.softwareadvice.com.au/software/430406/wows-invest) — 4.7/5 (97 reviews) ## Reviews ### "No matter what Industry you are in, one can't go wrong with this software..." — 4.0/5 > **Michael** | *20 January 2022* | Biotechnology | Recommendation rating: 9.0/10 > > **Pros**: It took me only less than 2 days when it came to mastering the software and being confident on how to use it. > > **Cons**: the software has so many features that when you first see it, it can't be a little overwhelming the first 3 times you use it. ----- ### "YE Review" — 4.0/5 > **Nick** | *9 March 2021* | Venture Capital & Private Equity | Recommendation rating: 8.0/10 > > **Pros**: I like the API Plug in the availability of the info. > > **Cons**: Would like there to be more customizable features for the tear sheets to be able to drag and drop information onto the page however we would like. Also, for post money valuations, would like the ability to update on our own if there is a disconnect as it's based on Pre-Money and doesn't always agree to our records. ----- ### "Software is not reliable enough" — 2.0/5 > **Anat** | *11 March 2020* | Information Technology & Services | Recommendation rating: 4.0/10 > > **Pros**: Easy to understand how to use. Menu is simple. > > **Cons**: In my opinion, the software is not reliable. I don't trust it to save my data in proper way. I usually do double checking when performing actions. > > On a daily basis, I use the software mainly to check options status of the company's employees. I perform exercises and cancellation of options. Also, I manage the company's cap table and all other relevant equity updates (pool increasing, warrants updates etc.). ----- ### "Refreshing and functional\!" — 5.0/5 > **Genevieve** | *22 February 2021* | Venture Capital & Private Equity | Recommendation rating: 10.0/10 > > **Pros**: We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality. > > **Cons**: So far, there is not anything I do not like. > > The team at Equity Effect is great to work with\! They are super responsive, helpful and patient. Great team and great customer service\! ----- ### "Becoming an Integral Part of Our Operations" — 5.0/5 > **Patrick** | *22 February 2021* | Venture Capital & Private Equity | Recommendation rating: 9.0/10 > > **Pros**: EquityEffect has made it easier to aggregate our fund information, investment documents, and other pertinent materials in a centralized location that is accessible to both our team and our investors. The system provides nice visualization tools and other features that aide in our reporting and portfolio management. > > **Cons**: The software is missing a few key features that would enable us to upload without having to go to the Diligent portal, easily update investments on the platform , etc. All in all, it seems the system is still being iterated upon but will eventually reach a point where it provides a seamless interface for VC fund management. > > The EquityEffect team has been incredibly responsive and helpful. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/183820/equityeffect?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/183820/equityeffect) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data